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FSM Not Syncing from Tech's Phone to NetSuite Everytime
Over the past two years that we have had FSM, we will occasionally run into an issue where the user adds notes and pictures to their mobile app, but it won't save properly. We have tried leaving the phone open for a little bit after hitting save, but still having the occasional issue. I was hoping somebody with more…
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New to NetSuite | Lists Permission > Cases Permission
As part of our ongoing New to NetSuite series, we have previously explored the New to NetSuite | Permissions and delved into the New to NetSuite | Permissions > Lists Subtab. In this article, we will focus on one specific and powerful permission within this category: Cases. This permission controls access to support case…
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Missing Permissions in the new Project Manager Specialized User License
The new specialised licences are a positive step, but they need include all permissions essential to the role. As heavy users of Field Service Management, many of our projects include Cases, CRM tasks, and field service assets—yet cases are not currently included in the Specialized User: Project Manager licence. This…
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How to View and Track My NetSuite Support Cases
I have previously raised a few cases with NetSuite Support, and I currently have one case that is still in progress. I would like to know where I can view all my previously raised cases as well as the current one, and track their status. Is there a specific section or page in NetSuite where I can find and monitor my…
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Advanced Partner Center (APC) - Tasks and Custom Records
Hi all, I can't seem to see Tasks assigned to Employees in a Case when using the APC role. When I go to the specific URL, I can access the Task record no problem (using the APC role), but when I'm in the Case record, I cannot see any Tasks except those that the APC role created. How can I show all Tasks linked to the Case…
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how to ignore case profile settings to use workflow instead
Hello, I would like to have NetSuite ignore the case profile automatic email triggers and use my workflow instead but am unclear if this is possible and how to achieve it. Anyone have any suggestions? Reason: We have a case form for rebates, however, we do not want automatic emails to be sent in some cases, example: if…
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Inventory adjustment from cases
Hi, Is it possible to enter inventory adjustment from a case form, example from a subtab on case form? That way I could link the inventory adjustment to the case. Regards
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viewing screenshots inside a case within support management
Hi all, can anyone provide expertise around being able to display screenshot within a support management case. Although it does appear as an attachment it would be ideal to be able to forward correspondence within the body of the message rather than the attachment thanks Brendan
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Workflow for Case Creation based on Sub Partner Record
Afternoon, I'm hoping that someone can help me with what I thought should be a relatively easy process. I'm looking to automatically create a case in NetSuite based on the change of a field on a Sub Partner record. My State uses Record Type Partner, Event Definition is on View or Update. I've created a workflow using…
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Case merge
We deal with a high case volume, and will often get duplicates made by our customers. We have been using the merge ticket for these instances. The issue how now come up that we are losing all email messages from the original record. Does NetSuite seriously not allow messages to come over on a merge?